Adviser-Hub articles

Articles tagged: Investors
cg_season Partner Zone

Three investment ideas from earnings season

As long-term investors, Capital Group looks far beyond quarterly earnings, but also pays close attention because they can reflect underlying trends.

Capital Group 29th May 2024

nineo_ballota Partner Zone

The year of the ballot

This year, eight of the world’s ten most populous nations go to the polls in the same year for the first time ever. With that in mind, Ninety One has produced this piece to help investors nav...

Ninety One 22nd May 2024

fillowfee81223a Analysis & Opinion

There’s more to selecting equity index funds than low fees

Fidelity’s Jason Humphrey provides his expert insight into what should be on investors’ due diligence checklist when selecting equity index funds.

Fidelity International 8th Dec 2023

Partner Zone

As the Fed pauses, what’s next for inflation and rates?

The most important question for investors is not how high will rates go, but how long will high interest rates last? 

Capital Group 3rd Oct 2023

Partner Zone

Debt ceiling showdown: should investors worry?

Capital Group assesses the issue, which could come to a head this summer as the US Treasury starts running out of money to pay its bills.

Capital Group 4th May 2023

Article-Chart-02 Partner Zone

Regime shift: five seismic adjustments taking place in the global economy

As this economic cycle ends, we shouldn't expect to see the patterns of the past decade repeated. A new regime in policy and market behaviour is unfolding which investors need to understand if...

Schroders 14th Dec 2022

pmlull23822a Partner Zone

Perspectives – The lull before the storm

Premier Miton’s David Jane highlights what he believes may await investors following the summer period.

Premier Miton Investors 23rd Aug 2022

Article-Chart-03-2019 Analysis & Opinion

The Week: In a crisis, diversification matters more than ever

The first six months of 2022 may have seen all asset classes sell off, but diversification has still helped preserve investors’ returns.

Adviser-Hub 4th Aug 2022

schroderscio822 VIDEO

Schroders | Is it too soon for investors to become less cautious?

After dramatic declines across bonds and stock markets, Johanna Kryklund asks whether markets are nearing a turn in the road yet.

Schroders 1st Aug 2022

Article-Puzzle-01-2019 Analysis & Opinion

The Week: Risk managers deliver a gloomy prognosis

The 2022 World Economic Forum Global Risks Report suggests a difficult few years ahead. Investors will need to lean in to these risks.

Adviser-Hub 3rd Feb 2022

Article-Time-01-2019 Analysis & Opinion

Infinity machines

Ninety One Portfolio Manager Archie Hart discusses Infinity Machines (compounders) and their attractiveness within a portfolio

Ninety One 3rd Feb 2022

Article-Grow-01-2019 Analysis & Opinion

Market View: Omicron: what it means for markets

Schroders’ experts set out six scenarios emerging from the new Covid-19 variant and assess the decisions investors now face.

Schroders 3rd Dec 2021

Article-Grow-02-2019 Partner Zone

Shock of the old: investing in heavy industries in a new-energy world

As the basis of the world’s energy supply shifts from fossil fuels to mainly metal-based technologies, we face upheaval in many commodity markets. Ninety-One identifies opportunities for investors, bu...

Ninety One 8th Nov 2021

Article-Grow-02-2019 Partner Zone

Navigating the changing investment environment

As we enter the closing stretch of 2021, various risks to the global growth picture have emerged. Ninety One’s John Stopford, Head of Multi-Asset Income, discusses how investors could approach this ch...

Ninety One 14th Oct 2021

Schroders_MyStory_KateRogers VIDEO

Schroders | Schroders on measuring the impacts that will benefit investors and their grandchildren

In the latest in the MyStory series, Kate Rogers, Head of Sustainability – Wealth, explains how measuring companies’ impacts could help protect profits and the planet.

Schroders 3rd Aug 2021

Article-Japan-01-2019 Analysis & Opinion

Market View: What Japan’s digital transformation means for markets

After years as relative laggards, Japanese companies are now diving into digital transformation.

Adviser-Hub 8th Jul 2021

Article-Chart-03-2019 Analysis & Opinion

The Week: Dividends are back! Will investors follow?

The latest Janus Henderson Global Dividend index should make encouraging reading for beleaguered income seekers.

Adviser-Hub 26th May 2021

Article-Change-01-2019 Market Updates

The Week: The new-found enthusiasm for emerging markets

Investors have been showing renewed interest in emerging markets. Is this the right way to play the reflation trade?

Adviser-Hub 4th Feb 2021

Article-Time-01-2019 Market Updates

The Week: How should investors play the recovery?

With cases rising, economic recovery looks some way off, but investors should prepare for a best-case scenario as well as a worst-case scenario.

Adviser-Hub 21st Oct 2020

Evolution of Asias capital markets VIDEO

Fidelity International | Inside Asia: The evolution of Asia’s capital markets

Fidelity’s Jenn-Hui Tan, Global Head of Stewardship & Sustainable Investing, alongside other Fidelity experts discuss the latest developments in Asia’s capital markets and what are the implications fo...

Fidelity International 2nd Oct 2020

Article-Chart-05-2019 Market Updates

Inflation – should you be scared? (and what you can do about it)

Policymakers have responded to the Covid-19 outbreak by spending: history suggests this should create inflation. Should investors be worried and how can they protect themselves?

Adviser-Hub 21st Sep 2020

Article-London-01-2019 Market Updates

The Week: Has the UK stock market gone low enough?

The UK is still an important weighting in many investor portfolios, but it’s been a dismal performer. Is that about to change?

Adviser-Hub 25th Jun 2020

Article-Chart-04-2019 Market Updates

A potted history of market crashes (and why they don’t matter)

From tulips to technology, railroads to real estate, asset price crashes are centuries old. Investors have been prone to getting very excited about innovation in the short-term, only to realise its li...

Adviser-Hub 24th Jun 2020

FilMarketPerspective12May20 VIDEO

Fidelity International | The income conundrum

Fidelity’s Andrew McCaffery, Global CIO Asset Management, and Henk-Jan Rikkerink, Global Head of Solutions and Multi Asset, discuss the risks and trade-offs that income investors need to consider movi...

Fidelity International 12th May 2020

Article-Chart-04-2019 Business Toolkit

UK bond market review: UK interest rates reach all-time low

Against the backdrop of heightened uncertainty caused by the intensifying coronavirus crisis, investors continued to lose their appetite for risk during March.

Adviser-Hub 20th Apr 2020

Fidelity3Mar2020 VIDEO

Fidelity International | Fidelity CIOs on a new paradigm for investors

Fidelity CIOs Andrew McCaffery and Romain Boscher discuss how the COVID-19 crisis is changing not only how investors think about companies, valuations and portfolio construction, but also the nature o...

Fidelity International 3rd Apr 2020

Article-Chart-04-2019 Partner Zone

The internet and demographics are killing inflation: here’s how

The twin trends of ageing populations and technological innovation are likely to put a lid on inflation for some time to come, argues Newton fund manager Jon Day. But that doesn’t mean there aren’t o...

BNY Mellon Investment Management 10th Mar 2020

FidelityWaterFeb2020 VIDEO

FIdelity International | Tapping into opportunities with water and waste

With the world becoming wealthier, the demand for water intensive goods and services is growing. For investors, there has never been a more pressing time to look at companies who are generating the so...

Fidelity International 17th Feb 2020

Article-Technology-04-2019

Millennials: Tomorrow's Investors

Will Oulton, Global Head of Responsible Investment, First State Investments asks whether the investment ecosystem IS ready to meet the needs of the next generation of investors?

FSSA Investment Managers 2nd Sep 2019

Article-China-01-2019 Market Updates

The Week: China GDP: time to panic?

There was much hand-wringing this week as China announced the slowest growth in almost 30 years. Should investors be worried?

Adviser-Hub 18th Jul 2019

Article-Chart-04-2019 Market Updates

Open-ended funds: beyond redemption?

Open-ended funds aim to hold enough cash in reserve to allow the manager to meet redemptions without having to sell holdings. Problems can arise, however, when the manager is faced with an unexpectedl...

Adviser-Hub 20th Jun 2019

Fidelity13Feb19 VIDEO

Fidelity International | What matters most for investors in 2019?

2019 has seen a strong start to the year with areas like equities and high yield bonds rallying. Fidelity Multi Asset Open range Portfolio Manager Bill McQuaker discusses why this is not atypical afte...

Fidelity International 13th Feb 2019

Article-Cities-London-AO-01_1 Market Updates

The Week: UK dividends hit new highs

With the yield on UK shares at a level not seen since the depths of the financial crisis, are investors missing a barg

Adviser-Hub 24th Jan 2019

Fidelity7Dec18 VIDEO

Fidelity International | Don’t wait for good news to buy UK equities

As a contrarian, the unrelenting negativity towards the UK equity market is making Fidelity Special Situations Fund Manager Alex Wright feel more positive on the prospects for the year ahead. Hear why...

Fidelity International 10th Dec 2018

Article-Outlook-01_1 Market Updates

The Week: Is value back for good?

It is almost a decade since value investing was in the ascendancy, yet the past couple of months have seen a snap-back for the strategy. Can it last?

Adviser-Hub 6th Dec 2018

Article-Animals-Bear-AO-01_1 Market Updates

The Week: The pace of change

​​​​​​​A messy week in the retail sector should remind investors that structural change is a prolonged and difficult process.

Adviser-Hub 13th Sep 2018

Investec_9Aug18 VIDEO

Investec | Two years on from Brexit, what's in store for UK investors?

At our London Global Insights event held in June this year we asked our portfolio manager and strategy leaders: Two years on from the Brexit vote, what’s in store for UK investors in the next 12 month...

Ninety One 9th Aug 2018

Article-Cities-London-AO-01_1-2 Market Updates

The Week: False hope on UK assets

While international fund managers seemed to give the UK market a tentative thumbs up, it is not a ringing endorsement. 

Adviser-Hub 25th Jul 2018

ThreereasonsFIL20June VIDEO

Fidelity International | Three reasons why oil is troubling markets

Bill McQuaker takes a look at the three main drivers behind the rising cost of oil and what that means for investors. How does an inflated oil price impact on the fundamentals and where can investors...

Fidelity International 20th Jun 2018

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